Coordinate tax, wealth and human considerations
Coordinate the tax, wealth and international interests of families with assets or connections in several countries.
Family governance and wealth structuring
A useful organisation should translate family objectives without multiplying structures or distancing people from decisions.
We map the people, countries, assets, structures and flows involved to identify points of coherence and risk.
Governance, protection of relatives, liquidity needs and investment projects are integrated into the proposed structure.
Sensitive family and transfer situations
Changes within a family can immediately affect ownership, taxation and wealth governance.
We advise on gifts and transfers, as well as the wealth consequences of succession, separation or family reorganisation.
The aim is to document assumptions, preserve confidentiality and coordinate tax matters with the necessary civil instruments.
Confidential coordination
Coordinating advisers and international projects
When several jurisdictions and advisers are involved, the client needs a clear view of the decisions ahead.
We work with lawyers, notaries, private banks, family offices and accountants chosen by the client to align the analyses.
Treaties, reporting obligations and qualification conflicts are explained with a precise timetable for documents and next steps.
Key points to consider
Information to gather for a complete overview
- 01
The people involved, family links, residence and responsibilities.
- 02
Assets, liabilities, structures, flows and countries in the wealth map.
- 03
Protection, transfer, investment and liquidity objectives.
- 04
Succession, gifts, separations or family agreements already completed.
- 05
Advisers, banks, family offices and notaries to coordinate.
- 06
Reporting obligations, treaties and deadlines in each country.